Kyle Quinn

Gestionnaire de Portefeuille-Actions chez

Mariner LLC

Finance

Consumer Services

Profil

Mr. Kyle F.
Quinn is a Managing Director & Senior Wealth Advisor at Mariner LLC.
He has more than 25 years of financial services experience and provides wealth management solutions for business owners, executives and families.
He also serves on the Mariner’s leadership council, collaborating to provide strategic direction to the firm.
Prior to joining Mariner, he ran a financial planning practice inside of CBIZ CPA’s Southern California offices.
Prior to that, he was with NSBN, a CPA firm in Beverly Hills.
He also has experience working with the private client groups of the major national investment firms as a Specialist.
He has a Bachelor of Arts degree in economics, California State University at Long Beach.
He is also a member of the Financial Planning Association.

Postes actifs de Kyle Quinn

Sociétés	Poste	Début
Mariner LLC Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective.	Gestionnaire de Portefeuille-Actions	01/05/2009

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Anciens postes connus de Kyle Quinn

Sociétés	Poste	Fin
MetLife Investors Group LLC	Corporate Officer/Principal	30/04/2009
CBIZ Wealth Management LLC CBIZ Wealth Management LLC Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	-

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Entreprise privées	4
Mariner LLC Mariner LLC Investment ManagersFinance Mariner Wealth is a long-term investor that utilizes active and passive management strategies for their clients. The firm constructs portfolios using a mix of individual stocks, bonds, ETFs, exchange-traded notes, closed-end funds, mutual funds, private pooled investment vehicles, structured notes, alternative investments and digital assets. Their equity strategies focus on capital appreciation as a primary objective. They select individual securities based upon fundamental analysis performed by their research investment professionals. Their fixed income strategies aim to achieve capital preservation and are formed through a combined top-down and bottom-up perspective.	Finance
The California State University The California State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
MetLife Investors Group LLC
CBIZ Wealth Management LLC CBIZ Wealth Management LLC Investment ManagersFinance Provides investment advice	Finance